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Investor's Fiduciary Advisor Network, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investor's Fiduciary Advisor Network, LLC on SCHW, newest first. How the timeline and the estimate are built.

Investor's Fiduciary Advisor Network, LLC held 6,924 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,924 shares
    Change vs previous 13F -3,853 shares

    0.22% of the 13F portfolio, value $638,000.

    13F-HR 0002044901-26-000003 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,777 shares
    Change vs previous 13F -1,434 shares

    0.31% of the 13F portfolio, value $1,012,000.

    13F-HR 0002044901-26-000002 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,211 shares
    Change vs previous 13F +737 shares

    0.26% of the 13F portfolio, value $1,219,000.

    13F-HR 0002044901-26-000001 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,474 shares
    Change vs previous 13F -528 shares

    0.37% of the 13F portfolio, value $1,095,000.

    13F-HR 0002044901-25-000004 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,002 shares
    Change vs previous 13F -3,433 shares

    0.41% of the 13F portfolio, value $1,095,000.

    13F-HR 0002059344-25-000003 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,435 shares
    Change vs previous 13F -1,046 shares

    0.57% of the 13F portfolio, value $1,208,000.

    13F-HR 0001898296-25-000007 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,481 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,219,000.

    13F-HR 0002044901-25-000002 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).